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Wednesday, 10 April 19
CHINA'S GROWING THERMAL COAL SUPPLY TO PRESSURE EXPORTERS - FITCH RATINGS
 Growing Chinese thermal coal supply is likely to lead to further tightening of import controls by the government, putting pressure on seaborne coal prices and adding order uncertainties for exporters, Fitch Ratings and CRU say. Miners from Australian and Indonesia are the most exposed, but the credit impact is muted thanks to sufficient rating headroom as we have already incorporated a downward pricing trend in our rating assumptions.
The Chinese coal market’s tightness has eased due to a combination of weaker demand and improved domestic supplies. Chinese coal demand has declined as residential power consumption reduced at the end of the winter heating season in mid-March and hydro supply increased in south China due to heavy rains. Chinese domestic coal supply has gradually improved in recent quarters as the pace of capacity closures has slowed and incremental capacity has been expedited to bring down fuel costs, according to CRU. Inventories at the six main power producing groups edged up to 16.0 million tonnes in late March, 13% higher than the average for 2018 of 14.1 million tonnes.
Growing domestic supply is likely to prompt the Chinese government to tighten control over thermal coal imports. This would imply higher order volatility and risks for seaborne coal suppliers targeting the Chinese market, which are mainly miners in Australia and Indonesia. The Chinese government appears to have adopted an on-and-off importing policy since 2017 by implementing stricter checks when domestic supply is sufficient and speeding up clearing when domestic supply is tight. Australian coal cargoes, for example, have been facing increasing delays clearing customs at Chinese ports since February, according to CRU.
While seaborne coal remains price competitive compared to domestic coal, risks of long clearing time and import bans may discourage Chinese consumers from using seaborne coal, especially when domestic supply is sufficient.
Australian coal producers are likely to face the risk of order cancellation, and to some degree, be forced to compete for sales in alternative countries. This may lead to weak prices in the seaborne market, especially for the mid-content-value coal of around 5,500kcal/kg that Chinese importers typically buy from Australia.
Imports from Indonesia have been less affected by the recent Chinese controls, according to press reports, although Indonesian producers are still likely to come under pressure to find new markets due to overall declining Chinese demand for seaborne coal, as well as increasing Indonesian domestic output, and weaker-than-expected domestic demand.
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Friday, 31 July 20
BOTSWANA PLANS MORE COAL-FIRED POWER AS AFRICAN SOLAR ACCELERATES - IEEFA
An African economic leader like Botswana should embrace solar to reduce subsidies and tariff hikes
As Sub-Saharan solar ambition has ...
Wednesday, 29 July 20
2019 U.S. COAL PRODUCTION FALLS TO ITS LOWEST LEVEL SINCE 1978 - EIA
In 2019, U.S. coal production totaled 706 million short tons (MMst), a 7% decrease from the 756 MMst mined in 2018. Last year’s production wa ...
Wednesday, 29 July 20
MARKET INSIGHT - INTERMODAL
The dry bulk sector is beginning to recover from reduced SnP activity recorded in the first quarter of 2020. The table below illustrates that appro ...
Tuesday, 28 July 20
DEUTSCHE BANK TO END GLOBAL BUSINESS ACTIVITIES IN COAL MINING BY 2025 - REUTERS
Deutsche Bank, in a revamp of its policies for fossil fuels, said on Monday that it would end business activities worldwide related to coal mining ...
Monday, 27 July 20
IEEFA ENERGY FINANCE CONFERENCE 2020: COAL, LNG, PETROCHEMICAL SECTORS FACE POOR OUTLOOK AND UPHILL BATTLE FOR INVESTORS
Fossil fuel industries were becoming less financially attractive even before the global coronavirus pandemic
Three major fossil fuel ...
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- Indika Energy - Indonesia
- Carbofer General Trading SA - India
- Sarangani Energy Corporation, Philippines
- Indian Oil Corporation Limited
- Medco Energi Mining Internasional
- Wood Mackenzie - Singapore
- Attock Cement Pakistan Limited
- Kideco Jaya Agung - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Sakthi Sugars Limited - India
- Thai Mozambique Logistica
- Interocean Group of Companies - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Binh Thuan Hamico - Vietnam
- Posco Energy - South Korea
- Australian Coal Association
- SN Aboitiz Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Intertek Mineral Services - Indonesia
- Sree Jayajothi Cements Limited - India
- Videocon Industries ltd - India
- Grasim Industreis Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Indo Tambangraya Megah - Indonesia
- Straits Asia Resources Limited - Singapore
- Star Paper Mills Limited - India
- Kapuas Tunggal Persada - Indonesia
- Thiess Contractors Indonesia
- Iligan Light & Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Toyota Tsusho Corporation, Japan
- Africa Commodities Group - South Africa
- ICICI Bank Limited - India
- Standard Chartered Bank - UAE
- Romanian Commodities Exchange
- Siam City Cement - Thailand
- Mjunction Services Limited - India
- Manunggal Multi Energi - Indonesia
- Bhatia International Limited - India
- Kumho Petrochemical, South Korea
- Merrill Lynch Commodities Europe
- Coastal Gujarat Power Limited - India
- Altura Mining Limited, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Tata Chemicals Ltd - India
- Energy Link Ltd, New Zealand
- Ministry of Mines - Canada
- Semirara Mining and Power Corporation, Philippines
- Parliament of New Zealand
- Australian Commodity Traders Exchange
- Eastern Coal Council - USA
- Kepco SPC Power Corporation, Philippines
- Wilmar Investment Holdings
- Tamil Nadu electricity Board
- Madhucon Powers Ltd - India
- Port Waratah Coal Services - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Asmin Koalindo Tuhup - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IEA Clean Coal Centre - UK
- Mercator Lines Limited - India
- Therma Luzon, Inc, Philippines
- Petron Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Makarim & Taira - Indonesia
- Banpu Public Company Limited - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Global Coal Blending Company Limited - Australia
- Lanco Infratech Ltd - India
- Rio Tinto Coal - Australia
- GVK Power & Infra Limited - India
- Central Java Power - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Edison Trading Spa - Italy
- Karaikal Port Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- White Energy Company Limited
- Anglo American - United Kingdom
- VISA Power Limited - India
- SMG Consultants - Indonesia
- Uttam Galva Steels Limited - India
- Heidelberg Cement - Germany
- Bhoruka Overseas - Indonesia
- Ambuja Cements Ltd - India
- PowerSource Philippines DevCo
- Mercuria Energy - Indonesia
- Ministry of Transport, Egypt
- The University of Queensland
- Semirara Mining Corp, Philippines
- Minerals Council of Australia
- European Bulk Services B.V. - Netherlands
- South Luzon Thermal Energy Corporation
- Xindia Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- MS Steel International - UAE
- Metalloyd Limited - United Kingdom
- Independent Power Producers Association of India
- PNOC Exploration Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- CIMB Investment Bank - Malaysia
- AsiaOL BioFuels Corp., Philippines
- Globalindo Alam Lestari - Indonesia
- Bhushan Steel Limited - India
- Kobexindo Tractors - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Indonesian Coal Mining Association
- Directorate Of Revenue Intelligence - India
- Chettinad Cement Corporation Ltd - India
- The State Trading Corporation of India Ltd
- Mintek Dendrill Indonesia
- Jaiprakash Power Ventures ltd
- OPG Power Generation Pvt Ltd - India
- Parry Sugars Refinery, India
- Sindya Power Generating Company Private Ltd
- Marubeni Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- GMR Energy Limited - India
- SMC Global Power, Philippines
- CNBM International Corporation - China
- Meralco Power Generation, Philippines
- Maheswari Brothers Coal Limited - India
- Agrawal Coal Company - India
- Aboitiz Power Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- ASAPP Information Group - India
- Antam Resourcindo - Indonesia
- Savvy Resources Ltd - HongKong
- Coalindo Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Neyveli Lignite Corporation Ltd, - India
- Bayan Resources Tbk. - Indonesia
- Cement Manufacturers Association - India
- Commonwealth Bank - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Deloitte Consulting - India
- Kartika Selabumi Mining - Indonesia
- Borneo Indobara - Indonesia
- Oldendorff Carriers - Singapore
- International Coal Ventures Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- London Commodity Brokers - England
- Petrochimia International Co. Ltd.- Taiwan
- Vedanta Resources Plc - India
- Baramulti Group, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Essar Steel Hazira Ltd - India
- Simpson Spence & Young - Indonesia
- Aditya Birla Group - India
- Georgia Ports Authority, United States
- Salva Resources Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Orica Australia Pty. Ltd.
- Pendopo Energi Batubara - Indonesia
- New Zealand Coal & Carbon
- Miang Besar Coal Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Vizag Seaport Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chamber of Mines of South Africa
- Trasteel International SA, Italy
- Coal and Oil Company - UAE
- Jindal Steel & Power Ltd - India
- McConnell Dowell - Australia
- Energy Development Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Goldman Sachs - Singapore
- Cigading International Bulk Terminal - Indonesia
- Ministry of Finance - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The Treasury - Australian Government
- Global Business Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Indogreen Group - Indonesia
- Eastern Energy - Thailand
- Central Electricity Authority - India
- Bharathi Cement Corporation - India
- Riau Bara Harum - Indonesia
- Bukit Makmur.PT - Indonesia
- Malabar Cements Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Larsen & Toubro Limited - India
- Sojitz Corporation - Japan
- Bangladesh Power Developement Board
- Electricity Authority, New Zealand
- Power Finance Corporation Ltd., India
- Gujarat Sidhee Cement - India
- Rashtriya Ispat Nigam Limited - India
- Barasentosa Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Formosa Plastics Group - Taiwan
- Samtan Co., Ltd - South Korea
- Planning Commission, India
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- Renaissance Capital - South Africa
- Price Waterhouse Coopers - Russia
- Dalmia Cement Bharat India
- Indian Energy Exchange, India
- Orica Mining Services - Indonesia
- PTC India Limited - India
- San Jose City I Power Corp, Philippines
- Economic Council, Georgia
- Latin American Coal - Colombia
- Singapore Mercantile Exchange
- Ind-Barath Power Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- India Bulls Power Limited - India
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